Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1]. Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure. The company relies on partnerships, including a merger agreement with Core Scientific announced on July 7, 2025 [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misled investors about its ability to meet customer demand and concealed significant construction delays at its data centers, despite assurances of robust demand and competitive strengths [5]. Stock Performance and Impact of Events - On October 30, 2025, Core Scientific's announcement of insufficient shareholder votes to approve the merger led to a stock price drop of $8.87 per share, over 6%, from $139.93 to $131.06 [6]. - Following a revenue guidance reduction on November 10, 2025, due to delays from a third-party developer, CoreWeave's stock fell by $17.22 per share, over 16%, from $105.61 to $88.39 [7]. - A report on December 15, 2025, regarding delays in a major data center project caused the stock to drop by $2.85 per share, over 3%, from $72.35 to $69.50 [8].

As it always does following each quarter, Berkshire Hathaway recently disclosed the stocks it held in its massive equities portfolio at the end of the fourth quarter of 2025. This is a particularly special filing for followers of Berkshire because it will ultimately be the last quarter that Warren Buffett was CEO of the company he led for over six decades and built into one of the greatest wealth-generating machines in history. While Buffett will remain chairman of the board of directors, the 95-year-old ...

Would you be shocked to learn that Amazon (NASDAQ: AMZN) stock has underperformed the broad market indices over the past five years? That's right: Even though the mega-technology company keeps posting impressive growth figures, it is only up 23% cumulatively from five years ago. The S&P 500 (SNPINDEX: ^GSPC) has produced a total return of 88% over that same time frame. Amazon's stock has underperformed the index due to investor concerns about losing the race in artificial intelligence (AI), large capital ...

Amazon.com Inc. (NASDAQ:AMZN) announced a $12 billion investment in northwest Louisiana on Monday. The investment is earmarked for the development of data centers, which are projected to generate 540 full-time positions and support an additional 1,710 full-time equivalent roles in the community.The investment will be spread across Caddo and Bossier Parishes, stimulating regional economic activity. The data centers will cater to cloud computing technologies, offering job opportunities for electricians, HVAC ...

After being essentially flat over the past year, Amazon is poised for a breakout.There are currently an even dozen companies with a market cap of $1 trillion or more, but only three are members of the prestigious $3 trillion club: Nvidia at $4.6 trillion, Apple at $3.9 trillion, and Alphabet at $3.7 trillion (as of this writing). With a market cap of nearly $2.2 trillion, it seems like it's just a matter of time before Amazon (AMZN 2.39%) joins that elite group. Yet recent events have sent some investors he ...

首席执行官黄仁勋表示，该公司计划在GTC 2026中宣布一款 将"震惊世界"的芯片。 【东吴计算机】春节海内外AI催化不断，聚焦最确定的AI infra 20260223 春节阿里、字节、智谱、kimi、Minimax、Google等大模型厂商纷纷发布新模型和产品。 openclaw热度大增，短短两周内，OpenClaw的Token使用量就飙升到了OpenRouter上全部Token约13%。 1存储持续紧缺，新型存储架构呼之欲出。 < 【东吴计算机】春节海内外AI催化不断，聚焦最确定的AI infra 20260223 春节阿里、字节、智谱、kimi、Minimax、Google等大模型厂商纷纷发布新模型和产品。 openclaw热度大增，短短两周内，OpenClaw的Token使用量就飙升到了OpenRouter上全部Token约13%。 1存储持续紧缺，新型存储架构呼之欲出。 AI SSD也有望亮相。 海力士表示：所有客户需求都无法满足。 M2.5未上调原有模型价格，但推出高价新套餐。 海外H、A、B卡的算力租赁价格持续上涨。 目前DRAM及NAND库存仅剩约4周，且没有任何客户能完全满足需求。 闪迪有 ...

Group 1: AI Arms Race and Hyperscalers - The AI arms race is significantly influenced by hyperscalers, which are large cloud operators like Amazon, Microsoft, Google, Meta, and Oracle, controlling 70% of the AI market [2][8][10] - Hyperscalers are expected to spend $700 billion on capital expenditures (capex) this year, a 70% increase year-over-year, raising concerns about the sustainability of this spending [5][11] - The return on investment (ROI) for hyperscalers remains a critical concern, with ongoing questions about their monetization strategies and the gap between investment levels and revenue generation [10][12][19] Group 2: Semiconductor Industry Insights - The semiconductor sector is currently facing tricky sentiment, with concerns about AI's disruptive impact on hardware demand [5][6] - Nvidia is highlighted as a leading player in the AI chip market, boasting a gross margin in the mid-70% range, which is significantly higher than the semiconductor industry average of around 50% [24][26] - The importance of gross margin is emphasized as a key indicator of a company's pricing power and product mix, with Nvidia's strong performance attributed to its early engagement with AI developers [20][30] Group 3: Future of AR Glasses and Wearables - The demand for augmented reality (AR) glasses is projected to grow by 53% this year, with companies like Apple planning to develop AI-focused wearables [32][35] - The technology for AR glasses is now on the cusp of adoption, with advancements in form factor and features making them more appealing to consumers [36][37] - The market for wearables is expected to evolve, with major players like Apple and Meta focusing on AR glasses rather than smaller accessory gadgets [39][40] Group 4: Robotics and AI Integration - Robotics technology is also on the verge of significant adoption, particularly in B2B applications, with humanoid robots being developed for various industrial uses [41][42] - The semiconductor industry is poised to benefit from the robotics sector, as humanoid robots require substantial semiconductor components, estimated at around $500 worth of semiconductors per robot [46] - AI is accelerating the chip design process, potentially reducing product development cycles from 18 months to 2 years to a much shorter timeframe [55][56]

For full-year 2025, subscription gross margin was 80.5% and non-GAAP operating margin improved 150 basis points to 22.5% (or $566 million of operating profit). RingCentral posted GAAP operating margin of 4.8% and GAAP EPS of $0.48, while non-GAAP EPS grew 18% to $4.36.Profitability improved as well. Agarwal reported Q4 subscription gross margin remained above 80%. Non-GAAP operating margin was 22.8% in Q4 (up more than 140 basis points year-over-year), while GAAP operating margin was 6.6% (up about 4 points ...

Amazon.com, Inc. (NASDAQ:AMZN) is one of Goldman Sachs’s top growth stock picks. On February 20, Moody’s Ratings revised its outlook on Amazon.com, Inc. (NASDAQ:AMZN) to stable from positive, while affirming the company’s A1 senior unsecured rating. Amazon (AMZN) Navigates Investment Cycle and Strategic Developments The agency cited Amazon’s dominant market position and brand strength but noted that its decision to boost capital spending by over 50%, to nearly $200 billion, will weigh on cash generation. ...

An aerial view of an Amazon Web Services Data Center known as US East 1 in Ashburn, Virginia, U.S., October 20, 2025.Amazon said Monday it plans to spend $12 billion on new data center campuses in Louisiana and the infrastructure to power artificial intelligence and cloud computing.The campuses will be built in the Caddo and Bossier Parishes, in northwestern Louisiana. Amazon said it expects to create 540 full-time jobs at the data centers and support about 1,700 other roles that will serve the sites, such ...